-49.3%
SOUN vs USAR
+27.9%
-77.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -5.2% | -2.1% | -3.1% | -4.6% |
| 30D | +4.8% | +2.6% | +2.2% | +3.9% |
| 3M | -15.9% | -35.0% | +19.2% | -6.7% |
| 6M | -17.4% | -6.9% | -10.5% | -18.9% |
| YTD | -32.4% | +48.0% | -80.4% | -41.9% |
| 1Y | -49.3% | +24.8% | -74.1% | -56.5% |
| All | -49.3% | +27.9% | -77.2% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded USAR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling